5 institutions reported holding $93.0M of FIRST TR EXCHANGE TRADED FD (DALI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Strid Group, LLC ($88.8M), Prospera Financial Services Inc ($3.8M), EWA, LLC ($313,285), Holos Integrated Wealth LLC ($76,488), Founders Financial Alliance, LLC ($1,505). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Strid Group, LLC | $88.8M | 3.0M | Trimmed |
| 2 | Prospera Financial Services Inc | $3.8M | 127,549 | Trimmed |
| 3 | EWA, LLC | $313,285 | 10,529 | New |
| 4 | Holos Integrated Wealth LLC | $76,488 | 2,650 | Hold |
| 5 | Founders Financial Alliance, LLC | $1,505 | 51 | Added |
Source: SEC Form 13F filings · as of 2026-06-30